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《大行報告》大和上調敏實(00425.HK)目標價至37元 評級「買入」
阿思達克 09-22 10:04
大和發表報告指,由於環球更嚴格的排放標準,及對新能源車的駕駛距離有更高的期望,相信輕型汽車將會成為長期趨勢,預期敏實(00425.HK)可受惠於鋁件及電池盒於明年及2022年的強勁訂單積壓。

該行表示,敏實將於明年下半年為Tesla的德國工廠生產鋁飾條,相信集團很有機會獲得Tesla其他工廠及其他鋁件的訂單。由於鋁件的毛利率較集團平均高10個百分點,相信該業務的規模提升,可使敏實的毛利率由去年的31.2%,提升至2022年的32.1%。

大和上調敏實股份目標價,由29元升至37元,評級維持「買入」,並上調集團今明兩年每股盈利預測至1.63元人民幣。

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